Apple Inc | Portfolio Analysis by Majo Murcia https://padlet.com/majomurcia/mm3fcyc5k5dkrvvw FT MBA | Prof. Majo Murcia en-us 2022-01-04 13:39:28 UTC 2025-11-16 15:01:22 UTC hello@padlet.com https://padlet-uploads.storage.googleapis.com/643033689/0d09c85050a871701a76c20bf68da198/iae_logo.png T4 | Where to grow?? Cook's Options. Weight PROS & CONS majomurcia https://padlet.com/majomurcia/mm3fcyc5k5dkrvvw/wish/1974203783

- Wearables:

Apple is leader in wearables in 2019 and it is still growing. Market share 31,7% 2019. Lots of room to innovate.   

  • Apple watch: cost $84 and sells for $349. Low cost/price ratio. Leaders in smartwatches. 

  • Airpods: sells for $200 - 249. Hearables market share 53%. Projected sales 2020 85M (vs 60M en 2019). 

  • Virtual reality glasses (metaverse) ??
 
- Services: 

Exclusive material for our customers. Support for our hardware and wearables. 

  • Privacy as a service

  • Health services - related to apple watch 

  • Applepay: 11M 2015 to 988M in 2019. Face recognition - privacy. 

  • Applecare: since wearables are growing this will become even more necessary. 

  • Applearcade: 
CON: Big competitor as Microsoft (9.5 m suscribers in 2019)
Only 100 games in comparisson with more than 800 titles offered for the rest of the players
PRO: Estimated growth 12  million suscribers by the end of 2020
Low price in comparisson with the cometetitors
Exclusive GAMES 
  • Applemusic: maybe give bigger benefits to artists in order to compete with spotify. Exclusive material. Spotify has negative return on sales. Good time to attack.   




















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